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Publisher's Description

From Track Your Trades:
Track Your Trades (TYT) simplifies completion of the otherwise tedious IRS Schedule D (Capital Gains and Losses) tax form. You can generate Schedule D and Form 8949 not only for the current tax year, but for PRIOR tax years as well. Created for investors, traders, and tax professionals, TYT supports stocks, options, mutual funds, short sales, wash sales, FIFO cost basis, LIFO cost basis, Specific Shares cost basis, equity type filtering, and password protection. Users can either print the Schedule D report for mailing, or export it to TurboTax, H&R Block, TaxAct, or Excel for e-filing. Trades can be manually entered, or imported via a CSV file downloaded from TD Ameritrade, E*Trade, Scottrade, Fidelity, Schwab, or similar online brokerage. TYT stores trades from one or more brokerage accounts in a single consolidated file, allowing easier tax reporting from your PC or laptop. TYT contains tools to support tax planning, including a What-If Wizard, which helps find opportunities for strategic tax-loss selling. TYT also generates IRS Form 4797 for Mark-to-Market traders.

Helped me to keep track of my profits & losses. Showed me quickly where I stood on various stock positions. Imported my trades from Scottrade and did my Schedule D. I like the Export utility, it's easy to create an export file for TurboTax.

Cons

No Back button, at times you have to return to main menu instead of previous screen, but no biggie.

Summary

Saves a lot of work analyzing your trade history. Especially useful if you're an active trader and have a lot of trades.

I am so impressed w/ this software, especially its ease of use, even for a novice like me. Especially liked ability to import trades from my brokerage and calculate profit/loss in advance. Am running Windows XP Pro. I encountered no bugs and was a snap to install. Smooth operation and intuitive design--exactly what I was looking for! Thank you!

I like the fact that I could import my trades from my brokerage frim. I also like the reporting functions and the ablility to filter out equity types. Also I find the Schedule D very useful in saving time.

On Vista, after installing, failed to launch with DLL error. On Millenium, installation locked up while registering MSDXM.ocx. As a result of having to force-crash out, now my Media Player no longer functions, and something has happened to my flash drive.

As you correctly pointed out, there is an ActiveX control (msdsm.ocx) that can cause problems in two of the supported Windows OS, both of which you were running. We missed these during testing (most of our users run XP or 2000 and have no problems). Sorry for the inconvenience. However, we have fixed the ActiveX control problem and have posted a new version on Dec 20, 2007 to correct the ME and Vista issues. Please do not judge the product on the basis of this bug, the product works well and we stand by it as the best Schedule D and trade management software on the market.

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